Towerpoint Wealth’s Dorchester Minerals DMLP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $209K | Buy |
7,514
+185
| +3% | +$5.15K | 0.09% | 89 |
|
|
2025
Q1 | $220K | Sell |
7,329
-22,774
| -76% | -$685K | 0.11% | 78 |
|
|
2024
Q4 | $1M | Buy |
30,103
+96
| +0.3% | +$3.2K | 0.49% | 35 |
|
|
2024
Q3 | $905K | Sell |
30,007
-1,137
| -4% | -$34.3K | 0.43% | 39 |
|
|
2024
Q2 | $961K | Buy |
31,144
+721
| +2% | +$22.2K | 0.48% | 35 |
|
|
2024
Q1 | $1.03M | Buy |
30,423
+989
| +3% | +$33.3K | 0.52% | 33 |
|
|
2023
Q4 | $937K | Buy |
29,434
+847
| +3% | +$27K | 0.51% | 33 |
|
|
2023
Q3 | $830K | Buy |
28,587
+636
| +2% | +$18.5K | 0.49% | 33 |
|
|
2023
Q2 | $837K | Buy |
27,951
+935
| +3% | +$28K | 0.47% | 38 |
|
|
2023
Q1 | $818K | Buy |
27,016
+766
| +3% | +$23.2K | 0.47% | 38 |
|
|
2022
Q4 | $786K | Buy |
26,250
+968
| +4% | +$29K | 0.45% | 38 |
|
|
2022
Q3 | $632K | Buy |
25,282
+814
| +3% | +$20.3K | 0.38% | 43 |
|
|
2022
Q2 | $584K | Buy |
24,468
+666
| +3% | +$15.9K | 0.35% | 49 |
|
|
2022
Q1 | $618K | Buy |
23,802
+633
| +3% | +$16.4K | 0.31% | 47 |
|
|
2021
Q4 | $459K | Buy |
23,169
+591
| +3% | +$11.7K | 0.22% | 52 |
|
|
2021
Q3 | $433K | Buy |
22,578
+653
| +3% | +$12.5K | 0.22% | 51 |
|
|
2021
Q2 | $369K | Buy |
21,925
+429
| +2% | +$7.22K | 0.18% | 55 |
|
|
2021
Q1 | $294K | Buy |
21,496
+371
| +2% | +$5.07K | 0.14% | 62 |
|
|
2020
Q4 | $230K | Buy |
21,125
+633
| +3% | +$6.89K | 0.12% | 65 |
|
|
2020
Q3 | $212K | Buy |
20,492
+375
| +2% | +$3.88K | 0.12% | 60 |
|
|
2020
Q2 | $257K | Buy |
20,117
+882
| +5% | +$11.3K | 0.16% | 50 |
|
|
2020
Q1 | $179K | Buy |
19,235
+2,116
| +12% | +$19.7K | 0.14% | 50 |
|
|
2019
Q4 | $334K | Buy |
17,119
+470
| +3% | +$9.17K | 0.22% | 41 |
|
|
2019
Q3 | $311K | Buy |
16,649
+452
| +3% | +$8.44K | 0.21% | 39 |
|
|
2019
Q2 | $302K | Sell |
16,197
-82
| -0.5% | -$1.53K | 0.21% | 41 |
|
|
2019
Q1 | $297K | Hold |
16,279
| – | – | 0.21% | 41 |
|
|
2018
Q4 | $238K | Hold |
16,279
| – | – | 0.19% | 38 |
|
|
2018
Q3 | $332K | Hold |
16,279
| – | – | 0.28% | 27 |
|
|
2018
Q2 | $335K | Sell |
16,279
-192
| -1% | -$3.95K | 0.31% | 27 |
|
|
2018
Q1 | $265K | Hold |
16,471
| – | – | 0.29% | 28 |
|
|
2017
Q4 | $250K | Buy |
+16,471
| New | +$250K | 0.33% | 27 |
|